Onboarding: set up ERP DLM in 5 steps

1. Create your company

Enter your basic fiscal data: trading name, tax ID, fiscal address and legal form.

2. Set up the fiscal year

Open the current year and define periods (quarters or months) for accounting closing.

3. Define series and payment terms

Create your invoice numbering series (F-2026) and the payment terms you normally use.

4. Add customers and products

Import your customers and products from Excel or create them manually. Assign families, warehouses and prices.

5. Issue your first invoice

Create a quote, convert it to an order, generate the delivery note and finally the invoice. The accounting entry is created automatically.

In less than an hour your ERP will be ready to work.